United Community Bank
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), United Community Bank reported 483 stock positions worth $268.3 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 14.0% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 5.8%) and iShares MSCI Eafe ETF (EFA, 3.4%). Compared with Q4 2024, it opened 112 new positions, sold out of 30, added to 147 and reduced 111. The biggest buy was Duke Energy (DUK, shares +265%) and the biggest sale Caterpillar (CAT, shares −86%).
- Most Recent 13F
- Q2 2026
- Location
- GREENVILLE, SC
- CIK
- 0002000314
- Portfolio Value
- $268.3M (Q1 2025)
- SEC Filing
- 0001104659-25-043845 ↗ filed May 2, 2025
Holdings Value
Holdings 483 stocks · $268.3M
| BRK.B Berkshire Hathaway Inc. Class B | 13.98% | 70,459 | $37.5M | Reduce -0.1% |
| IVV iShares Core S&P 500 ETF | 5.83% | 27,844 | $15.6M | Add +0.4% |
| EFA iShares MSCI Eafe ETF | 3.38% | 111,107 | $9.1M | Reduce -8.0% |
| MSFT Microsoft Corp. | 2.33% | 16,650 | $6.3M | Add +6.4% |
| AAPL Apple Inc. | 1.50% | 18,127 | $4.0M | Reduce -8.6% |
| IJH iShares Core S&P Midcap ETF | 1.46% | 67,217 | $3.9M | Reduce -1.9% |
| VXF Vanguard Extended Market ETF | 1.43% | 22,317 | $3.8M | Reduce -2.4% |
| CVX Chevron Corp. | 1.40% | 22,521 | $3.8M | Reduce -2.4% |
| T AT&T Inc. | 1.32% | 125,197 | $3.5M | Add +127.2% |
| CSCO Cisco Systems Inc. | 1.23% | 53,579 | $3.3M | Reduce -1.5% |
| IAU iShares Gold Trust | 1.23% | 55,846 | $3.3M | Add +4.3% |
| JNJ Johnson & Johnson | 1.22% | 19,801 | $3.3M | Add +1.6% |
| VCIT Vanguard Int-Term Corporate | 1.20% | 39,534 | $3.2M | Reduce -8.2% |
| DRI Darden Restaurants Inc. | 1.18% | 15,199 | $3.2M | Reduce -14.6% |
| FLRN SS SPDR BB Ig Float RT ETF | 1.16% | 101,233 | $3.1M | Reduce -11.1% |
| DUK Duke Energy Corp. | 1.13% | 24,826 | $3.0M | Add +264.8% |
| META Meta Platforms Inc. Class A | 1.11% | 5,153 | $3.0M | Add +9.2% |
| KMB Kimberly-Clark Corp. | 0.98% | 18,518 | $2.6M | Add +340.0% |
| ENB Enbridge Inc. | 0.97% | 58,677 | $2.6M | Add +3.7% |
| AMZN Amazon.com Inc. | 0.94% | 13,245 | $2.5M | Reduce -0.4% |
| IJR iShares Core S&P Small-Cap E | 0.91% | 23,408 | $2.4M | Add +23.6% |
| MDT Medtronic PLC | 0.89% | 26,687 | $2.4M | Add +310.8% |
| JPM JPMorgan Chase & Co. | 0.87% | 9,567 | $2.3M | Add +4.5% |
| PNC PNC Financial Services Group | 0.81% | 12,325 | $2.2M | Add +687.0% |
| AEP American Electric Power | 0.80% | 19,636 | $2.1M | Reduce -4.5% |
| NVDA Nvidia Corp. | 0.79% | 19,616 | $2.1M | Add +39.8% |
| AMGN Amgen Inc. | 0.79% | 6,767 | $2.1M | Add +75088.9% |
| USB US Bancorp | 0.77% | 49,066 | $2.1M | Add +21.8% |
| VWO Vanguard Ftse Emerging Marke | 0.76% | 45,303 | $2.1M | Reduce -7.9% |
| HD Home Depot Inc. | 0.75% | 5,489 | $2.0M | Reduce -0.1% |
| PSA Public Storage | 0.73% | 6,516 | $2.0M | Add +71.0% |
| GPC Genuine Parts Co. | 0.72% | 16,251 | $1.9M | Add +4452.1% |
| TGT Target Corp. | 0.72% | 18,525 | $1.9M | Add +11.8% |
| COST Costco Wholesale Corp. | 0.69% | 1,960 | $1.9M | Reduce -3.0% |
| EMN Eastman Chemical Co. | 0.68% | 20,732 | $1.8M | New |
| VTI VG Morningstar TS MKT ETF-US | 0.68% | 6,607 | $1.8M | Reduce -0.7% |
| PKG Packaging Corp. of America | 0.68% | 9,164 | $1.8M | Reduce -7.7% |
| HPQ HP Inc. | 0.67% | 65,040 | $1.8M | Add +13.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.67% | 34,133 | $1.8M | Reduce -25.8% |
| XOM Exxon Mobil Corp. | 0.64% | 14,406 | $1.7M | Add +4.6% |
| AGG iShares Core U.S. Aggregate | 0.64% | 17,309 | $1.7M | Reduce -8.1% |
| MUB iShares National Muni Bond E | 0.62% | 15,826 | $1.7M | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.62% | 18,118 | $1.7M | Add +27.4% |
| MA Mastercard Inc. Class A | 0.62% | 3,033 | $1.7M | Add +3.1% |
| GOOGL Alphabet Inc. Class A | 0.62% | 10,699 | $1.7M | Add +15.3% |
| ADP Automatic Data Processing | 0.60% | 5,285 | $1.6M | Add +4.9% |
| PM Philip Morris International | 0.59% | 9,893 | $1.6M | Reduce -3.4% |
| V Visa Inc. Class A | 0.58% | 4,455 | $1.6M | Add +7.6% |
| VNQ Vanguard Real Estate ETF | 0.56% | 16,479 | $1.5M | Reduce -2.9% |
| KO The Coca-Cola Co. | 0.55% | 20,472 | $1.5M | Reduce -56.7% |
| GOOG Alphabet Inc. Class C | 0.51% | 8,806 | $1.4M | Add +17.5% |
| MOAT Vaneck Morningstar Wide Moat | 0.51% | 15,575 | $1.4M | Reduce -0.5% |
| ABBV Abbvie Inc. | 0.50% | 6,439 | $1.3M | Add +8.4% |
| TOTL SS Doubleline TR Tact ETF | 0.50% | 33,207 | $1.3M | Add +9.2% |
| IGV iShares Expanded Tech-Softwa | 0.47% | 14,247 | $1.3M | No change |
| XLK SS Technology Select Sector | 0.47% | 6,139 | $1.3M | Reduce -6.4% |
| FISV Fiserv Inc. | 0.47% | 5,660 | $1.2M | Add +4.3% |
| VZ Verizon Communications Inc. | 0.44% | 26,132 | $1.2M | Add +34.1% |
| AVGO Broadcom Inc. | 0.44% | 7,072 | $1.2M | Add +30.4% |
| LLY Eli Lilly & Co. | 0.43% | 1,383 | $1.1M | Add +15.5% |
| IAUM iShares Gold Trust Micro | 0.43% | 36,615 | $1.1M | New |
| BLK BlackRock Inc. | 0.42% | 1,205 | $1.1M | Add +27.1% |
| WMT Walmart Inc. | 0.42% | 12,947 | $1.1M | Add +7.4% |
| UNH Unitedhealth Group Inc. | 0.42% | 2,163 | $1.1M | Add +4.2% |
| BKNG Booking Holdings Inc. | 0.40% | 235 | $1.1M | Add +6.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.40% | 1,902 | $1.1M | Reduce -3.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.39% | 4,235 | $1.1M | Reduce -15.9% |
| VGSH Vanguard Short-Term Treasury | 0.39% | 17,916 | $1.1M | Reduce -0.8% |
| NEE Nextera Energy Inc. | 0.38% | 14,412 | $1.0M | Add +6.0% |
| BMY Bristol-Myers Squibb Co. | 0.36% | 15,676 | $956K | Add +1.3% |
| CRM Salesforce Inc. | 0.35% | 3,453 | $927K | Add +13.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.34% | 9,355 | $923K | Add +2.7% |
| PFF iShares Preferred & Income S | 0.34% | 29,934 | $920K | Reduce -16.5% |
| GLD SPDR Gold Shares | 0.34% | 3,172 | $914K | Add +1.1% |
| CSX CSX Corp. | 0.34% | 30,801 | $906K | Reduce -4.0% |
| ADBE Adobe Inc. | 0.34% | 2,349 | $901K | Reduce -1.0% |
| AXP American Express Co. | 0.33% | 3,253 | $875K | Add +1.5% |
| PG The Procter & Gamble Co. | 0.32% | 4,960 | $845K | Add +6.4% |
| ORCL Oracle Corp. | 0.31% | 5,993 | $838K | Add +2.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.30% | 3,142 | $813K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.30% | 2,186 | $811K | Add +8.4% |
| CMCSA Comcast Corp. Class A | 0.30% | 21,810 | $805K | Add +4.9% |
| PFE Pfizer Inc. | 0.29% | 30,935 | $784K | Add +6.2% |
| UPS United Parcel Service Class B | 0.29% | 7,084 | $779K | Add +2.2% |
| SBUX Starbucks Corp. | 0.29% | 7,886 | $774K | Add +0.8% |
| ELV Elevance Health Inc. | 0.29% | 1,773 | $771K | Add +0.7% |
| SCHW Schwab (charles) Corp. | 0.28% | 9,697 | $759K | Add +1.2% |
| GILD Gilead Sciences Inc. | 0.28% | 6,772 | $759K | Add +10.4% |
| TRV The Travelers Cos Inc. | 0.27% | 2,776 | $734K | Reduce -0.7% |
| PBP Invesco S&P 500 Buywrite ETF | 0.27% | 33,045 | $733K | New |
| ACN Accenture PLC Class A | 0.27% | 2,330 | $727K | Add +12.6% |
| DVY iShares Select Dividend ETF | 0.26% | 5,260 | $706K | Reduce -0.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.26% | 4,231 | $702K | Reduce -0.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 16,210 | $676K | Add +34.2% |
| AMAT Applied Materials Inc. | 0.25% | 4,587 | $666K | Add +0.9% |
| PGR Progressive Corp. | 0.25% | 2,329 | $659K | Reduce -72.9% |
| QCOM Qualcomm Inc. | 0.24% | 4,195 | $644K | Add +2.3% |
| CHKP Check Point Software Tech | 0.24% | 2,810 | $640K | Reduce -0.3% |
| IQV Iqvia Holdings Inc. | 0.23% | 3,502 | $617K | No change |
| SPGI S&P Global Inc. | 0.23% | 1,199 | $609K | Add +3.7% |
Other holdings (4): bonds, preferreds, convertibles and warrants · $52K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| JPMORGAN CHASE & CO (JPM 5.75 PERP DD) | PREFERRED STOCK | 700 | $17K | No change |
| FEDERAL REALTY INVS TRST (FRT 5 PERP C) | PFD | 600 | $12K | No change |
| TRUIST FINANCIAL CORP (TFC 4.75 PERP R) | COM | 600 | $12K | No change |
| SOUTHERN CO (SO 4.2 10/15/60 C) | PFD | 575 | $11K | No change |
Total filed on the 13F, all lines: $268.4M.
Portfolio Sells Q4 2024 → Q1 2025
| CAT Caterpillar Inc. | Reduce -86.2% | 0.13% | −0.95 |
| GIS General Mills Inc. | Reduce -85.5% | 0.12% | −0.82 |
| PAYX Paychex Inc. | Reduce -91.2% | 0.08% | −0.80 |
| MCD McDonald's Corp. | Reduce -81.0% | 0.17% | −0.71 |
| MRK Merck & Co. Inc. | Reduce -72.2% | 0.22% | −0.70 |
| KO The Coca-Cola Co. | Reduce -56.7% | 0.55% | −0.60 |
| PGR Progressive Corp. | Reduce -72.9% | 0.25% | −0.56 |
| KHC The Kraft Heinz Co. | Reduce -99.3% | 0.00% | −0.44 |
| AAPL Apple Inc. | Reduce -8.6% | 1.50% | −0.43 |
| DOW Dow Inc. | Sold out | 0.00% | −0.37 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -25.8% | 0.67% | −0.26 |
| VXF Vanguard Extended Market ETF | Reduce -2.4% | 1.43% | −0.26 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.9% | 1.46% | −0.20 |
| FLRN SS SPDR BB Ig Float RT ETF | Reduce -11.1% | 1.16% | −0.20 |
| AMZN Amazon.com Inc. | Reduce -0.4% | 0.94% | −0.20 |
| PKG Packaging Corp. of America | Reduce -7.7% | 0.68% | −0.19 |
| EFA iShares MSCI Eafe ETF | Reduce -8.0% | 3.38% | −0.17 |
| VCIT Vanguard Int-Term Corporate | Reduce -8.2% | 1.20% | −0.14 |
| XLK SS Technology Select Sector | Reduce -6.4% | 0.47% | −0.12 |
| DRI Darden Restaurants Inc. | Reduce -14.6% | 1.18% | −0.12 |
| PFF iShares Preferred & Income S | Reduce -16.5% | 0.34% | −0.10 |
| APP AppLovin Corp. Class A | Reduce -27.3% | 0.12% | −0.09 |
| HD Home Depot Inc. | Reduce -0.1% | 0.75% | −0.08 |
| MMM 3M Co. | Reduce -66.0% | 0.05% | −0.08 |
| TTD Trade Desk Inc./the Class A | Reduce -0.8% | 0.06% | −0.08 |
| VWO Vanguard Ftse Emerging Marke | Reduce -7.9% | 0.76% | −0.08 |
| ADBE Adobe Inc. | Reduce -1.0% | 0.34% | −0.08 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.7% | 0.68% | −0.07 |
| AGG iShares Core U.S. Aggregate | Reduce -8.1% | 0.64% | −0.07 |
| PHM Pultegroup Inc. | Reduce -20.4% | 0.18% | −0.07 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.6% | 0.26% | −0.07 |
| CSX CSX Corp. | Reduce -4.0% | 0.34% | −0.07 |
| DEO Diageo PLC-Sponsored ADR | Reduce -9.0% | 0.16% | −0.06 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -0.5% | 0.51% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.5% | 0.40% | −0.05 |
| QUAL iShares MSCI USA Quality Fac | Reduce -40.6% | 0.05% | −0.04 |
| DLR Digital Realty Trust Inc. | Reduce -20.4% | 0.07% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -15.9% | 0.39% | −0.04 |
| ELF Elf Beauty Inc. | Sold out | 0.00% | −0.04 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -36.0% | 0.05% | −0.04 |
| LUV Southwest Airlines Co. | Sold out | 0.00% | −0.03 |
| VNQ Vanguard Real Estate ETF | Reduce -2.9% | 0.56% | −0.03 |
| CVS CVS Health Corp. | Reduce -57.8% | 0.05% | −0.03 |
| DHR Danaher Corp. | Reduce -0.4% | 0.18% | −0.03 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -0.1% | 0.21% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -3.0% | 0.69% | −0.03 |
| DECK Deckers Outdoor Corp. | Reduce -2.7% | 0.03% | −0.03 |
| WFC Wells Fargo & Co. | Reduce -25.8% | 0.07% | −0.03 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -13.4% | 0.10% | −0.03 |
| ON On Semiconductor | Reduce -2.2% | 0.04% | −0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| DUK Duke Energy Corp. | Add +264.8% | 1.13% | +0.84 |
| T AT&T Inc. | Add +127.2% | 1.32% | +0.83 |
| AMGN Amgen Inc. | Add +75088.9% | 0.79% | +0.78 |
| KMB Kimberly-Clark Corp. | Add +340.0% | 0.98% | +0.77 |
| GPC Genuine Parts Co. | Add +4452.1% | 0.72% | +0.71 |
| MDT Medtronic PLC | Add +310.8% | 0.89% | +0.69 |
| PNC PNC Financial Services Group | Add +687.0% | 0.81% | +0.69 |
| EMN Eastman Chemical Co. | New | 0.68% | +0.68 |
| IAUM iShares Gold Trust Micro | New | 0.43% | +0.43 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.30% | +0.30 |
| PSA Public Storage | Add +71.0% | 0.73% | +0.28 |
| PBP Invesco S&P 500 Buywrite ETF | New | 0.27% | +0.27 |
| IAU iShares Gold Trust | Add +4.3% | 1.23% | +0.19 |
| VZ Verizon Communications Inc. | Add +34.1% | 0.44% | +0.14 |
| JNJ Johnson & Johnson | Add +1.6% | 1.22% | +0.13 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | New | 0.11% | +0.11 |
| IBDU iShares Ibonds Dec 2029 Term | New | 0.11% | +0.11 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +122.6% | 0.19% | +0.10 |
| IBTK iShares Ibonds Dec 2030 Trea | New | 0.10% | +0.10 |
| IBTI iShares Ibonds Dec 2028 Term | New | 0.10% | +0.10 |
| IBTG iShares Ibonds Dec 2026 Term | New | 0.10% | +0.10 |
| ABBV Abbvie Inc. | Add +8.4% | 0.50% | +0.09 |
| FLEX Flex Ltd. | New | 0.08% | +0.08 |
| TSLA Tesla Inc. | New | 0.08% | +0.08 |
| V Visa Inc. Class A | Add +7.6% | 0.58% | +0.07 |
| LLY Eli Lilly & Co. | Add +15.5% | 0.43% | +0.07 |
| IJR iShares Core S&P Small-Cap E | Add +23.6% | 0.91% | +0.06 |
| GILD Gilead Sciences Inc. | Add +10.4% | 0.28% | +0.06 |
| XOM Exxon Mobil Corp. | Add +4.6% | 0.64% | +0.06 |
| NVDA Nvidia Corp. | Add +39.8% | 0.79% | +0.06 |
| VONG Vanguard Russell 1000 Growth | Add +85.3% | 0.13% | +0.05 |
| BLK BlackRock Inc. | Add +27.1% | 0.42% | +0.05 |
| BAC Bank of America Corp. | Add +34.2% | 0.25% | +0.05 |
| GLD SPDR Gold Shares | Add +1.1% | 0.34% | +0.04 |
| SHEL Shell PLC-ADR | Add +31.3% | 0.13% | +0.04 |
| DGRW Wisdomtree U.S. Quality Divi | Add +384.2% | 0.05% | +0.04 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +26.9% | 0.20% | +0.04 |
| ELV Elevance Health Inc. | Add +0.7% | 0.29% | +0.03 |
| ENB Enbridge Inc. | Add +3.7% | 0.97% | +0.03 |
| TOTL SS Doubleline TR Tact ETF | Add +9.2% | 0.50% | +0.03 |
| FISV Fiserv Inc. | Add +4.3% | 0.47% | +0.03 |
| COR Cencora Inc. | Add +2.5% | 0.18% | +0.03 |
| META Meta Platforms Inc. Class A | Add +9.2% | 1.11% | +0.03 |
| MDLZ Mondelez International Inc. Class A | Add +7.3% | 0.20% | +0.03 |
| ADP Automatic Data Processing | Add +4.9% | 0.60% | +0.03 |
| BP BP PLC-Spons ADR | Add +13.9% | 0.13% | +0.03 |
| FNV Franco-Nevada Corp. | Add +28.9% | 0.06% | +0.02 |
| RTX RTX Corp. | Add +7.4% | 0.16% | +0.02 |
| PANW Palo Alto Networks Inc. | New | 0.02% | +0.02 |
| USB US Bancorp | Add +21.8% | 0.77% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 533 | $323.4M | BRK.B, IAUM, PBP, EFA, IVV |
| Q1 2026 | 564 | $299.9M | BRK.B, IAUM, PBP, EFA, IVV |
| Q4 2025 | 548 | $264.4M | BRK.B, IAUM, PBP, EFA, MSFT |
| Q3 2025 | 589 | $322.9M | BRK.B, IVV, IAUM, PBP, MSFT |
| Q2 2025 | 499 | $292.3M | BRK.B, IVV, IAUM, PBP, EFA |
| Q1 2025 | 483 | $268.3M | BRK.B, IVV, EFA, MSFT, AAPL |
| Q4 2024 | 401 | $256.9M | BRK.B, IVV, EFA, MSFT, AAPL |
| Q3 2024 | 357 | $256.1M | BRK.B, IVV, EFA, MSFT, AAPL |
| Q2 2024 | 383 | $247.4M | BRK.B, IVV, EFA, MSFT, AAPL |
| Q1 2024 | 355 | $257.5M | BRK.B, IVV, EFA, MSFT, IJH |